Select Show Inactive Items to include associates who are not active in the list.
To work with or edit an existing associate record:
1. Select Administrative ► Associates. The Associates window will appear with a list of current associates.
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Select Show Inactive Items to include associates who are not active in the list. |
2. Select an associate’s record and select Edit or double-click on the record. The Edit Associate window will appear with the General tab selected. See the section entitled Adding a New Associate for details on editing these fields.
3. Select the Commission tab to edit the fields as described in the section entitled Associate Commissions.
4. Select the Security tab to edit the fields as described in in the section entitled Security.
5. Select the appropriate save option from the Record Navigation Bar.